Saturday, December 31, 2016

FRIDAY CLOSE .... MARKET DOWN 57--49--10


(stock #s in %; new highs/lows over last 12 months):

PSPW up 94.
PSWW up 60.
RBCN up 24 with volume.
AXPW up 22.
INVT up 21 with very heavy volume.
BIOA up 17 with volume.
NTCXF up 12.
GPHBF, TVIA up 9 with volume.
ZNNMF up 9.
BNET up 7.
LYSDY up 6 with volume.
PALAF up 6 with extreme volume.
URRE up 6.
ASYS, CCTC, LSCG, QTMM up 5.
ENPH, NRDXF up 4.

WWPW down 24.
AWSL down 16.
ZAAP, SENY down 16 with volume.
RNWEF down 15.
BSRC down 13 with volume.
GEVO down 12, new low.
ESPH down 11.
CCGI down 8 with volume.
RGSE down 7.
FCSMF down 6.
AIXG down 5, new low with heavy volume.
AMLM, PEMIF, VSLR down 5 with volume.
HQCL, HYGS, SKYS down 5.
BLDP, MGPHF, QTWWQ, CLNE down 4.
FCEL down 4, new low with volume.
NVDA down 4 with volume.
PLUG down 1, new low.

Friday, December 30, 2016

FRIDAY OPEN .... MARKET DOWN 24--31--5


S&P up ~10% on year, Dow 13.7%, Naz 8.3

(stock #s in %; new highs/lows over last 12 months):

NFEC up 10.
INVT up 9 with heavy volume.
NTCXF up 8.
PALAF up 6 with extreme volume.
AMTX, CLNT, PSPW up 5.
LEDS, BIOA up 4.
GPHBF up 3 with volume.
RBCN up 3 with heavy volume.

RNWEF down 15.
ZAAP down 14.
ESPH down 12.
FCSMF down 9.
SENY down 8.
AMLM, OCLN down 6.
GEVO down 5, new low.
FCEL down 4, new low.
AIXG, BLSP, MGPHF, TVIA down 4.
ASTI, CCTC down 3.

Thursday, December 29, 2016

THURSDAY CLOSE .... MARKET DOWN 14--6--0


(stock #s in %; new highs/lows over last 12 months):

WWPW up 47.
LIME up 17 with volume.
CBAK, BNET up 16.
RNWEF up 14.
PNPL up 10.
FCSMF, NVIC up 9.
GPHBF up 8.
HYGS up 7 with volume, news.
AMLM, QTMM up 6.
AMRS up 5 with news.
OCLN up 5.
CDTI, ESPH, NANX, MGPHF, INVT up 4.
AIXG, BLSP up 3 with volume.
BYDDF, CCTC, CLNT, ENOC, NFEC, PRHL up 3.

SSOL down 27.
ASTI down 19 with very heavy volume.
QTWWQ down 18.
ZAAP down 12 with volume.
VSPC down 11.
AXPW down 11 with heavy volume.
RBCN down 7.
AMRC down 6 with volume.
GEVO down 6 with news.
FTEK down 5 with volume.
LEOM down 5.
PLUG down 4 with volume.
SUNEQ, RGSE, RVLT, WATT down 4.
ASYS, KNDI, URRE, SEDG down 3.
FCEL, JASO down 1, new lows.

ENERGY BONDS UP 37% IN '16


ACCIONA has 2Gw of new wind power ready for Spain.

ACC, SUMEC forming 100Mw solar pipeline partnership.

Macquarie closed on 104Mw US solar power buy.

Azure Power got 50Mw solar power project for $.06/Kwh.

Maine net-metering rules OK for now: state regulators.

$21B of China investment set to increase Pakistan powergen cap 60% next 2 years.

Petrobras $5B finance deal with China Development Bank. Petrobras to supply 100Kb/d to 3 China comps.

Total gained access to 2 of Brazil's largest oilfields for $2.2B.

US shale oil drillers' costs now down to ~$30-40/bl. In part from equipment standardization. Offshore drillers could slash costs up to 1/3 with such standardization.

New shale gas play in Oklahoma's SCOOP Basin.

114 US oil/gas drillers went bankrupt in '16. $57B total debt. 2x '15.

BP moving US HQ to Denver from Houston. 2/3 of its proved reserves in Rockies.

China expected to set ethanol import taxes by Feb.

Construction start on India's 1st cellulosic ethanol plant. $88M for 32M liter/yr production.

China's largest oilfield to cut capex 20% in '17.

Egypt oil/gas deals to jumpstart drilling.

THURSDAY OPEN .... MARKET UP 22--3--2

Syria ceasefire: Putin.

(stock #s in %; new highs/lows over last 12 months):

BNET up 10 on 100 shares.
HYGS up 8 with volume, news.
CBAK up 7.
CCGI, QTMM up 6.
BLSP up 4 with heavy volume.
AMRS up 3 with news.
AMSC, AMTX, HYSR, LEOM, OCLN, PRHL up 3.
NTCXF up 3 with volume.

SSOL down 36 with volume.
QTWWQ down 19.
NANX, ZAAP down 14.
INVT down 11.
LSCG, BSRC down 9.
ASTI down 5 with volume.
ESPH down 5.
GEVO, RBCN, SENY down 4.
ACFN, RGSE, URRE down 3.
NVDA down 3 with heavy volume.

Wednesday, December 28, 2016

CHINA TAX ON POLLUTERS GOES INTO EFFECT IN '18


China slashed FIT rates for wind, solar power.

Ohio gov vetoed bill written to extend freeze on new clean/renewable power.

Italy awarded 870Mw of new clean energy projects.

Clean/ren power 25% of UK powgen in 3Q16.

Tesla, Panasonic finalized agreement to begin making solar panels in Buffalo.

Vattenfall deals for 950Mw new Danish offshore, nearshore wind power.

Est. 21% growth of lithium batt market in '17.

Syria food production down 2/3 from pre-war levels. (Those poor folks are living in hell on Earth.) (Also, Venezuelans.) (Among all living in hell on Earth.)

WEDNESDAY CLOSE .... MARKET DOWN 111--48--19


(stock #s in %; new highs/lows over last 12 months):

SSOL up 114.
QTWWQ up 29 with heavy volume.
ASTI up 27 with heavy volume.
SENY up 13.
LEOM, ZAAP up 6.
ESPH, ENZR up 5.
SUNEQ up 4.

BNET down 17, new low with very heavy volume.
OCLN down 12, new low with volume.
AXPW down 11.
NTCXF, VSPC down 10.
EVSI down 10 with very heavy volume.
AMTX, INVT, PNPL, QTMM down 9.
LYSDY down 9 with volume.
TVIA, CABN down 8.
CBAK, FCEL down 7.
ENPH down 7 with heavy volume.
NVDA down 6 with very heavy volume off new high.
URRE down 6.
CSIQ, EFOI, OESX, PSPW, SPWR, OLED, PEMIF down 5.
ADES down 4 with volume.
AMSC, CCTC, ENOC, FTEK, WATT, SEDG down 4.

WEDNESDAY OPEN .... MARKET DOWN 20--26--8


(stock #s in %; new highs/lows over last 12 months):

ASTI up 17.
SENY up 6.
ENZR, LEOM up 5.
TVIA up 4.
GEVO, SSOL, ZNNMF up 3.

PSPW down 33.
BSRC down 16 with volume.
INVT, AXPW down 10.
QTWWQ down 9.
OCLN down 8, new low.
CCGI down 6.
ENPH down 5 with volume.
NVDA down 5 with heavy volume after new high.
URRE, ZAAP down 5.
ACFN, AMSC, SPWR, BIOA, NTCXF, PALAF, PEMIF, RBCN, SEDG, WNDW down 3.

Tuesday, December 27, 2016

TUESDAY CLOSE .... MARKET UP 11--24 (RECORD)--5


WTI under $54, Brent ~$56. US natgas $3.73.

(stock #s in %; new highs/lows over last 12 months):

AWSL up 42.
LSCG up 28.
BOPO up 25.
GEVO up 13.
HYGS up 11.
BNET up 10.
LEOM, TVIA up 9.
ACFN up 8.
BSRC up 7 with heavy volume.
RUN up 7.
CSIQ up 6.
NVDA up 6, new high with volume.
EFOI, HQCL, SPWR, GPHBF, OLED, SEDG up 5.
AMSC, FSLR, TPIC up 4.
TSLA up 3.

SSOL down 53.
ENZR down 11, new low.
PSPW down 9.
AMTX, FTEK down 8.
AXPW down 7.
LIME, ENPH, LYSDY down 6.
RNWEF down 6 with volume.
ZAAP down 5.
NFEC, SUNEQ, OCLN, PALAF, RGSE down 4.

E ANTARCTICA MELTING FROM BELOW AND ABOVE


Record rains in heart of Australia.

Colorado, Nevada, Utah to develop interstate EV charging network.

Uber launch in Madrid with Tesla 3s.

Tesla got $500M more borrowing cap.

VW C$2.1B for Canadian diesel cheat settlement.

Statoil won NY offshore wind power lease for $42.5M.

DONG Energy up'd its '16 guidance.

TUESDAY OPEN .... MARKET UP 40--41--9


(stock #s in %; new highs/lows over last 12 months):

WWPW up 17.
BNET up 16.
VSPC up 10.
LEOM up 9.
INVT up 7 with heavy volume.
RGSE, TVIA up 7.
HQCL up 5.
ACFN, OLED, TPIC up 4.
NVDA up 4, new high.
AMSC, ASTI, CSIQ, FSLR, MGPHF, RUN, TSLA up 3.

SSOL down 53.
ENZR down 15, new low on 130 shares.
BSRC down 10 with heavy volume.
SENY down 8.
CABN, LYSDY, QTWWQ down 7.
NFEC, PALAF, ZAAP, SUNEQ down 4.
AXPW, FTEK, KNDI down 3.

Sunday, December 25, 2016

FRIDAY CLOSE .... MARKET DOWN 15--15--2


WTI ~$53, Brent over $55. US natgas $3.66.

(stock #s in %; new highs/lows over last 12 months):

BOPO up 300.
SSOL up 57.
INVT up 40 with heavy volume.
BIOA up 15 with volume.
LIME up 13.
ZAAP up 12.
PRHL, NTCXF up 10.
FTEK, LYSDY up 7.
AMRS up 4 with news.
GPHBF, MNGA up 4.
PALAF up 4 with heavy volume.
AETI, CDXS, SKYS, LSCG up 3.
NVDA, TSLA up 2.

AWSL down 30.
BSRC down 29.
CCGI down 28 with heavy volume.
AXPW down 25.
LEOM down 17.
AMLM down 14.
BNET down 12.
SUNEQ down 9.
ENPH, TVIA down 8.
FCSMF down 7.
ASTI down 6 with volume.
CABN down 6.
LEDS, BLSP down 5.
LTBR down 5 with volume.
ACFN down 4 with volume.
ENZR, GEVO, SENY down 4.
CCTC, RUN down 3.

Friday, December 23, 2016

SEA ICE LOSS COULD LEAD TO MIDWINTER WARMING IN ARCTIC


Surprise snowfall in Sahara.

World's 1st solar road opened in France to power streetlights.

Nevada restored rooftop solar net metering for some.

China satellite to track CO2 levels.

Colorado to fight climate suit targeting oil/gas leases.

Pennsylvania to issue permits for fracking disposal wells.

240Mw pumped hydro storage project proposed for abandoned NY iron mine.

Dubai plans pumped hydro storage plant with solar power.

Caribbean Development Bank, New Zealand partnering up on geothermal power development.

India investing $1.8B on powerlines to transmit solar power.

Praj (India) investing up to $240M for 2nd generation biofuels plants.

India may not see any new coal power plants after '22.

India coal mining comp issued 500Mw solar tender in Tamil.

India's largest subway system to fully switch to solar power next year.

World's 2nd largest zinc producer - Hindustan Zinc - to install 115Mw solar.

India's largest power utility to set up its 1st wind power project.

DOE $15M to accelerate development of AFVs. (Wow. $15M.)

U Cal Irvine research converts CO2 to CO for biofuels.

Primrose Solar sold last of its UK portfolio.

Lucid Motors supply agreement with LG Chem.

Record 43,441 EV sales in China in November.

91% of Tesla owners would buy another Tesla.

DONG Energy developing 1Gw wind farm offshore Massachusetts.

FRIDAY OPEN .... MARKET FLAT, MIXED

US consumer sentiment at 12-year high.

(stock #s in %; new highs/lows over last 12 months):

INVT up 29 with heavy volume, news.
RGSE up 21.
LIME up 11 with volume.
ESPH, GPHBF up 9.
LYSDY up 7.
MNGA up 5.
CLNT up 4.
AETI, MEEC, NTCXF up 3.

AWSL down 30.
AXPW down 12.
SUNEQ down 11.
TVIA down 10.
LEOM, PNPL down 9.
ENZR, FCSMF down 8.
CCTC, ENPH down 5.
ACFN down 4 with volume.
CCGI, SENY down 4.
ASTI down 3 with volume.

Thursday, December 22, 2016

THURSDAY CLOSE .... MARKET DOWN 23--24--4


WTI over $52, Brent over $54. US natgas $3.54.

(stock #s in %; new highs/lows over last 12 months):

BSRC up 32.
URRE up 31 with extreme volume, news.
AWSL up 21.
VSPC up 11.
LYSDY, WATT up 10 with volume.
INVT up 9.
AMTX up 5 with heavy volume.
ENZR, TPIC, OPTT up 5.
GCTAF up 4.
AETI up 3 with volume.
CCTC up 3.
NVDA up 1, new high.

RGSE down 23 with heavy volume, news.
QTWWQ down 22 with volume.
LSCG down 22.
ASTI down 19 with volume.
AXPW down 16 with heavy volume.
GPHBF down 15, new low.
HYSR down 14.
ZNNMF down 11.
CLNE down 10 with volume, news.
NVIC down 9 with volume.
NTCXF down 9, new low with volume.
SUNEQ down 8.
BNET down 6.
FTEK, QTMM down 5.
PALAF down 5 with volume.
GEVO, HYGS down 5, new lows.
AIXG down 4, new low.
CCGI down 4 with volume.
CLNT, FCEL, LEOM, OESX, PEIX, CDTI down 4.
ADES, PEMIF, MGPHF down 3.
PLUG down 3 with news.

US RAINS MAY BECOME UP TO 5 TIMES HEAVIER THIS CENTURY DUE TO GLOBAL WARMING CLIMATE CHANGE: RESEARCH


Beijing districts setting population caps to battle smog.

22M pounds of plastic enter Great Lakes ecosystem every year: study.

Mother-of-pearl holds historical ocean temp data.

Africa's largest dam inaugurated.

Norway sovereign fund divesting coal comps.

Quebec, Ontario $750M hydropower agreement.

Russia, Japan signed 23 energy agreements.

Sweden turned down an offshore wind power project.

BLM rule changes to encourage solar, wind development on Fed lands.

AEP Ohio seeks bids on 250Mw wind power, 100Mw solar power.

Fed putting up $40M for 1st open-ocean, grid-connected wave power test facility.

Feds OK'd 2 new Duke Energy nuke reactors.

Next Energy Capital bought Italian solar portfolio.

YPF got finance for 100Mw wind power project.

Sammons Renewable Energy investing $241M in Solar City portfolio.

New Nissan LEAFs going for $11,840 in Colorado, $11,510 in Texas.

Average US ethanol prices lowest this year since '03.

UK researchers found molecular key to breaking down cellulose.

Kurds ready to participate in OPEC production cuts if Iraq requires.

THURSDAY OPEN .... MARKET DOWN 16--10--3


US capital goods orders up.
US 3Q GDP revised up to 3.5%.

(stock #s in %; new highs/lows over last 12 months):

LEOM up 8.
NFEC up 7.
OCLN up 5.
OPTT, CCGI, KNDI, TVIA, WATT up 4.
ZAAP, AETI, CLNT up 3.
NVDA up 2, new high.

VSPC down 11.
NTCXF down 9.
RGSE down 6 with heavy volume.
INVT down 5.
FCEL, BLSP, CDTI down 4.
AXPW, BNET, RBCN, SKYS down 3.
GEVO down 3, new low.

WEDNESDAY CLOSE .... MARKET DOWN 32--12--5


WTI under $53, Brent under $55. US natgas 3.57, up 9%.

(stock #s in %; new highs/lows over last 12 months):

SUNEQ up 16.
AMLM up 15.
NTCXF up 13.
FCSMF up 11.
RGSE up 9 with extreme volume.
CABN, NFEC up 7.
FTEK up 6.
AMTX up 4 with volume.
ASYS, ENZR up 4.

LEOM down 35 with heavy volume.
AXPW down 22 with very heavy volume.
AWSL down 18.
TVIA down 11.
LSCG down 10.
EFOI, VSPC down 8.
NVIC down 8, new low.
BIOA, SENY down 7.
AETI down 6, new low with volume.
FCEL, SEDG, SKYS down 6.
MNGA, PRHL, WNDW, VSLR down 5.
GEVO down 4, new low.
ENPH, ERII, OPTT down 4.
AMRS, BLDP, CBAK, FSLR, HQCL, HYGS, KNDI, LEDS, LYTS down 3.

Wednesday, December 21, 2016

NORTH POLE TEMPS COULD REACH 50* ABOVE NORMAL THIS WEEK


'16 headed to be hottest year on record.

Obama banned oil/gas drilling in Arctic, Atlantic north of Virginia.

Over 1/2 of Trump supporters would prefer climate regs to remain unchanged.

World's biggest wealth fund banned coal-reliant comps.

New Development Bank $75M solar project loan.

New South Wales launched energy storage challenge.

China Exim Bank issued 1st-ever green bond.

DOE $2B loan guarantee for carbon capture/storage methanol plant.

Sustainable econ investment up to $1T in '16: report.

No need for broad climate analysis in oil/gas leasing: DOI.

Georgia regulators telling PSC to address rooftop solar pricing in '17.

Allianz GI investing debt into 400Mw wind power project in US.

Senvion 29Mw wind turbine order from Australia.

4% of Los Angeles buildings use 50% of city bldg's power.

VW to sell 35K EVs in Calif by '25.

Accidental discovery spurs coral growth.

Jeb Bush endorsed Pruitt for EPA.

McCain ripping Navy use of biofuels.

USDA $225M for drought, wildlife projects.

Judge stopped logging in Oregon forest.

EPA extended comment period for RFS blending requirements.

US western governors teaming up to expand EV charging network.

Alaska volcano eruption.

New EPA emissions rules for uranium plants. EPA also restricting 72 inert pesticide ingredients but enviros not satisfied.

Pro-diesel policies caused London smog: study.

Female hunters on rise in Alaska.

Malfunctioning $9B nuke reactor shut down in Japan.

WEDNESDAY OPEN .... MARKET DOWN 15--6--2


(stock #s in %; new highs/lows over last 12 months):

RGSE up 7.
ZAAP up 6.
SKYS up 4.
AETI, AXPW up 3.

LEOM down 30 with volume after yesterday's jump on $30M deal.
AWSL down 15 on 310 shares.
LSCG down 12.
QTWWQ down 9.
CABN, ZNNMF down 7.
CCTC, INVT down 4.
AMRC, FTEK, LEDS, MNGA, SENY down 3.

TUESDAY CLOSE .... MARKET UP 91--26--8


WTI over $53, Brent over $55. US natgas $3.30.

(stock #s in %; new highs/lows over last 12 months):

LEOM up 127 with extreme volume, news.
TVIA up 23 with volume.
GPHBF up 15.
KNDI up 10 with heavy volume.
HYSR up 9 with very heavy volume.
BSRC up 8.
FTEK up 6.
FCEL, TPIC, SKYS, SUNW up 4.
NVDA up 3, new high with volume.

BOPO down 83.
AXPW down 16 with volume.
PRXM down 15.
ENZR down 14.
AMLM down 13.
VSPC down 11.
OCLN down 11, new low.
LSCG, WWPW down 10.
AMTX down 9 with heavy volume.
LIME down 9 on 220 shares.
AIXG down 8, new low with very heavy volume.
CDTI, FCSMF, PNPL down 8.
CBAK down 7.
BNET down 6.
BIOA, SENY, SUNEQ down 5.
ACFN down 4 with heavy volume.
GEVO, RGSE, RUN down 4.
NTCXF down 4, new low with volume.
GLBL, LEDS down 3.

Tuesday, December 20, 2016

POSSIBLE 2ND GRID ATTACK IN UKRAINE


1st snow in Syria in 25 years.

Smog red alerts in 23 Chinese cities over last weekend.

"Huge progress" in China's emissions tracking.

"Atmospheric rivers" could kill US northwestern oysters.

California suing DOI over Pacific fracking.

El Nino + warming amp'd Zika spread: study.

Century-old bird count shows effects of climate change.

EPA to pursue tighter truck NOX standards.

Chicago may ban bee-killing pesticides. (MAY ban?!)

1st wind turbine delivered to Saud Arabia. (GE)

Green Climate Fund $315M new finance.

Kazakhstan 300Mw of green projects getting European backing.

EDF RE 150Mw solar offtake agreement.

Cape Light Compact customers - Cape Cod, Martha's Vineyard - going 100% clean/renewable power by Feb.

Africa Development Bank issued $134M more Green Bonds.

Over $100K EVs on Norway roads.

BP $1B deal to expand natgas holdings.

Rosneft to ramp up global expansion.

Kochs want to pull out of Canada oil sands.

States calling for Trump to scrap Clean Power Plan. (And the problem with clean power is what?!)

TUESDAY OPEN .... MARKET UP 79--20--6


Dollar 14-year high.
Bank of Japan upgraded econ outlook, left policy unchanged.

(stock #s in %; new highs/lows over last 12 months):

GPHBF up 12.
LYSDY up 10.
HYSR up 9 with update.
ASTI, CCGI up 7.
KNDI up 6 with news.
SUNW up 5.
FTEK, SKYS, VECO up 3.
NVDA up 3, new high.

LSCG down 38.
VSPC down 28.
SENY down 9.
TVIA down 9, new low.
ENZR down 8 with volume.
CBAK down 7.
QTMM down 7 with volume.
SUNEQ, BLSP, QTWWQ, RGSE down 5.
EVSI, CDTI down 4 with volume.
FCSMF, INVT, ZAAP down 4.
ADES, BIOA, AMTX down 3.
AIXG down 3 with volume.

Monday, December 19, 2016

MONDAY CLOSE .... MARKET UP 39--20--4


WTI under $52, Brent under $55. US natgas $3.40.
GM to idle shifts in 5 plants next month.
US collecting on student loans it promised to forgive.

(stock #s in %; new highs/lows over last 12 months):

PSPW up 67.
LSCG up 55.
AXPW up 44 with heavy volume.
VSPC up 23.
AMLM up 17.
SENY up 16.
GLBL up 12.
BLDP up 9 with volume.
ZNNMF up 9.
AMRS, BIOA up 8.
ACFN up 6 with volume.
FCEL, BLSP, MNGA, RGSE up 6.
BWEN, ENPH, OCLN up 4.
NVDA up 1, new high.

PRXM down 45.
WWPW down 33.
ASTI down 15 with very heavy volume.
ZAAP down 15 with volume.
HYSR, SUNEQ, GPHBF down 8.
PALAF down 8 with volume.
PEMIF down 7.
CBAK, PNPL down 6.
TVIA down 6, new low.
AMTX, EVSI down 5.
GEVO down 5, new low.
WNDW down 5 with volume.
ADES down 4 with volume.
AIXG down 4 with heavy volume.
FCSMF down 4.
NTCXF down 4, new low with volume.

EARTH WARMING FASTER THAN SPECIES CAN MIGRATE: STUDY


US power use about same now as '00 despite 30% GDP growth due to energy efficiency. 1.9M jobs in US energy efficiency industry, 10x those in oil/gas drilling. 90% of Trump supporters rank energy efficiency as important.

70% of Canadians approve rapid transition to low carbon econ. 17% want to follow Trump lead back to fossil fuel domination.

Michigan legislature calling for 15% clean/renewable power by '21.

Aruba promising 100% clean/ren power by '20.

DOE $100M for 4 renewable fuels, carbon capture development projects.

Trump voters want more public transportation: poll.

N Carolina to get 200 more EV charging stations.

$255M new utility formed for Michigan upper peninsula.

Denmark set .9% advanced biofuels blend mandate for '20.

Akuo, GE finance close on 150Mw wind project.

AEP double RFPs for 350Mw wind, solar power.

Scatec Solar equity deal for 100Mw solar project.

Sempra Energy closed on $900M wind power acquisition.

Fremont, California OK'd massive Tesla factory expansion.

EIA cut estimates of US oil/gas reserves. As of year-end '15 v. year-end '14, oil reserves down 11.8% to 35B bls, natgas reserves down 16.6% to 324TCF.

Petrobras $5B finance from China for oil supply in return.

Russia's Novatek (natgas) deals with Japan comps for upstream, LNG supply.

Nigeria oil discovery in Boko Haram area.

Obama infrastructure bill to aid Flint, Michigan and California drought areas.

EPA not required to regulate nutrients in Mississippi River: judge.

Price tag for Hanford now up to $16.8B.

MONDAY OPEN .... MARKET UP 50--18--5


Lagarde found guilty in arb negligence case.

(stock #s in %; new highs/lows over last 12 months):

AMLM up 20 on 500 shares.
LEOM up 10.
LSCG up 9.
BSRC up 7 with volume.
AMRS, AXPW, GLBL, OCLN, BIOA up 5.
ASTI up 4.
HQCL, CAFD, FCSMF, NTCXF, VSLR up 3.

ZAAP down 23.
AIXG down 3 with volume.
CBAK, MEEC, RGSE, URRE down 3.

Sunday, December 18, 2016

EL NINO RAISED TIDES: REPORT


Global disasters cost $158B, 10K lives this year.

California to regulate energy use of desktop computers, monitors.

Brazil canceled this week's reserve energy auction, cited reduced load demand.

Australia could shift to "robust, reliable, stable" 100% clean/renewable power grid: report.

Trina Solar (world's leading solar panels maker) investors voted to privatize.

Solar Stratos (Swiss) solar-powered plane will fly to edge of space.

Tesla powerpacks powering microgrid on Okracoke Island.

Nissan Leaf as low as $11.5K after incentives in Kansas, Missouri. $10K incentive from KCP&L.

Feds OK'd Glen Canyon Dam for 20 more years.

US oil rig count up 12 last week, natgas rigs up 1.

US crude production up 100Kb/d last week.

Russia oil comps set up monitoring of production cuts.

Oil platform collapse in Caspian.

More water storage needed in S Florida to stop algae blooms: report.

UN warning countries of nuke power plant hacks; bio, chem attacks.

Black lung surge in Appalachia.

Oregon water regulators understaffed, negligent: report.

Comp moved to seize Garden of Gods in Colorado after failed settlement.

Toronto colder than Mars recently.

FRIDAY CLOSE .... MARKET DOWN 8--19--4


WTI ~$52, Brent over $55. US natgas $3.39.

(stock #s in %; new highs/lows over last 12 months):

PRXM up 100 on 138 shares.
WWPW up 50.
HYSR up 12.
RGSE up 11 with heavy volume.
BIOA up 10.
FSLR, HQCL up 7.
OESX up 6, new high.
ADES up 5, new high.
SPWR, ENPH, RUN, PRHL up 5.
LEDS, MNGA, SEDG up 4.
VSLR, ZNNMF up 3.
TSLA up 2.
NVDA up 1, new high.

SSOL down 28 on 404 shares.
AMLM down 17.
LMRMF down 16.
AXPW down 15 with extreme volume.
CCGI down 12.
AMRS down 9.
NTCXF down 9, new low with volume.
TERP down 8 with volume.
CDTI down 8 with news.
LEOM down 7 with volume.
ASTI, BSRC down 6.
ASYS, LSCG, OCLN down 5.
GCTAF, PLUG, BNET, PALAF down 4.
TVIA down 4, new low.
AETI down 3, new low.
RBCN, OLED down 3.

Friday, December 16, 2016

FRIDAY OPEN .... MARKET UP 54--4--2


Global equity funds took in $21B last week, $63B since election.
China plans neutral monetary policy next year.

(stock #s in %; new highs/lows over last 12 months):

RGSE up 6.
RUN, INVT, LSCG up 4.
AETI, CSIQ, FSLR, SPWR, ENPH, REGI up 3.

SSOL down 28.
AMLM down 17.
AXPW, ZAAP down 15.
ENZR down 6 with volume.
QTWWQ down 4.
TERP, PEMIF down 3.

Thursday, December 15, 2016

THURSDAY CLOSE .... MARKET UP 59--20--8


WTI ~$51, Brent over $54. US natgas $3.42.
Mexico voted to legalize pot.

(stock #s in %; new highs/lows over last 12 months):

LSCG up 65.
AXPW up 62 with extreme volume.
PNPL up 18.
CABN up 14.
ASYS up 8 with volume.
OESX up 6 , new high with volume, news.
WATT up 6.
ENZR up 5.
GPRE up 4, new high with volume.
NFEC, BLSP, OPTT up 4.
POWI up 3, new high.
ITRI up 1, new high.

WWPW down 32.
LMRMF, SENY down 13.
MEEC, TVIA down 9 with volume.
RGSE down 9, new low.
KNDI, ESPH down 7.
ZNNMF down 6.
CCGI, CLNT, LEOM down 5.
AIXG, LYSDY down 4 with volume.
LEDS down 4.
MNGA down 4, new low with news.
NTCXF down 3, new low.

CHINA, OTHER ASIAN NATIONS AHEAD OF USA IN CLEAN ENERGY TECH: ITIF. ASKING TRUMP TO MEET THE CHALLENGE.


Europe also looking to take global clean energy tech lead.

Germany on track to miss its '20 GHG emissions reductions target.

Energy efficiency of UK manufacturing could reduce power use up to 12Twh/yr.

Over 1M Africans forced from their homes in '15 from climate change.

Obama admin offering lease for wind power off NY.

Tillerson orchestrated "mass deception" on climate change: RFK Jr.

Shaw financed for 52Mw solar project.

Scot tidal power project got go-ahead.

Senvion 500Mw wind project deal in India.

1st non-Tesla high-power EV charging station installed in US by EVgo.

Sunrun started California sales of its new solar+power storage product.

EDF, Google, Colorado State U, PSE&G tech reducing natgas pipe methane emissions 83%.

New NASA satellites to help forecast hurricanes.

EPA giving states more time to submit haze reduction plans.

China enviro agencies to separate from local govts.

Canada to ban asbestos by '18.

Corpus Christi tap water not safe: Texas officials.

Nigeria plans to increase its oil production 500Kb/d.

Bidders snapping up state, Fed leases on Alaska North Slope.

Ohio forest land auctioned off for fracking.

Statoil pulling out of Canada oil sands. $500M writedown.

Libya opened 2 major oil pipelines after 2 years.

Shell began production in deepwater project off Malaysia. 60Kb/d target.

Iran crude exports down this month to 5-month low.

THURSDAY OPEN .... MARKET UP 147--42--17 (RECORDS)


US $ at 14-year high.
Bank of England held rates unchanged.
Biggest banks $70B short to prevent bailouts.
Venezuela inflation over 1,500%.

(stock #s in %; new highs/lows over last 12 months):

LSCG up 8.
INVT up 8 with news.
CABN, WATT up 6.
OESX up 6, new high with news.
OLED up 4.
AEIS, ASYS, CCTC, ELON, LYTS, POWI, NANO, SWKS up 3.
NVDA, VECO up 2, new highs.
ITRI up 1, new high.

LMRMF down 13.
RGSE down 12, new low.
SENY down 12.
NVIC down 11, new low.
ZAAP down 10.
ESPH down 9.
TVIA down 7.
AXPW, MEEC down 6.
AIXG, CCGI, PALAF, ZNNMF down 5.
CDTI, GPHBF, LYSDY, OCLN down 4.
ASTI, CREG, LEDS, LEOM down 3.
JASO down 1, new low.

Wednesday, December 14, 2016

WEDNESDAY CLOSE .... MARKET DOWN 118--27--18


WTI under $51, Brent under $54. US natgas $3.57.
Fed increased rates. Dollar jumped. Fed sees 3 raises in '17. (Saw 4 for '16.)
Iraq may be already going rogue on OPEC cut. (May have been figured in.)
Abe hosting Putin.
US comps cancelling plans to move jobs offshore.

(stock #s in %; new highs/lows over last 12 months):

AXPW up 34 with volume.
LYSDY up 21 with heavy volume.
AMLM up 19.
LSCG up 17 on volume, PR.
NVIC up 12 with volume.
ZAAP up 11.
LEOM up 11 with volume.
ESPH up 10.
BNET up 8.
CCGI, ZNNMF, SENY up 6.
PRHL up 5.
NVDA up 5, new high with volume.
LIME up 4.
QTWWQ up 4 with volume.
MEEC, NTCXF up 3.
EMKR up 2, new high with volume.
HQCL up 2 off new low.

CABN down 18.
SRWRF down 14, new low.
INVT down 11, new low.
SUNEQ, BSRC down 10.
ASTI, CCTC, MGPHF down 8.
URRE down 6 with news.
ENPH down 6.
ASYS, BLSP down 5.
AMSC, CLNT, ELON, GLBL, LEDS, SUNW, REGI down 4.
AIXG down 4 with volume.
CDXS, EFOI, FSLR, LYTS, TERP, VSLR, TVIA, RGSE, OLED down 3.
FTEK down 3 with volume.
HYGS down 3, new low.
FCEL down 2, new low.
JASO down 1, new low.

ARCTIC WARMEST YEAR ON RECORD "BY FAR": NOAA. 3.6*F ABOVE '81-'10 AVG, HEATING TWICE AS FAST AS REST OF EARTH


Fracking can contaminate drinking water: EPA reversal.

DOI, California agreement to encourage more large-scale solar, wind, geothermal in state.

Vegas now runs 100% on clean/renewable power. (Hopefully, Lake Mead will continue to supply Hoover Dam.)

Clean/ren power averages 56% of Denmark's total powergen. Sometimes over 100%.

Power storage project finance opportunities set to proliferate amid VC surge.

Canadian Solar subsidiary completed 200Mw solar project.

Mitsubishi took stake in Belgium's largest offshore wind farm.

Gamesa built over 1.8K wind power turbines this year.

Chevrolet began Bolt deliveries in California.

Regulators can order utilities to reimburse customers: NM court.

DONG Energy phasing out coal use at Copenhagen combined heat/power (CHP) plant.

Expect global oil market to rebalance in 2H17: OPEC.

US shale oil industry to see 1st production increase this month since April '15.

China oil production jump in November.

4.7M bl build of US crude inventory last week: API. (EIA reporting net draw.)

UAE already cutting Jan oil deliveries.

Over 100M dead trees in California forests creating mini econ boom for loggers.

WEDNESDAY OPEN .... DOW DOWN 15, NAZ UP 5 (RECORD), S&P DOWN 1


US wholesale prices up 1.3% November yoy.
US factory production down, retail sales up less than forecast.
UK employment down.
Fed decision. Rate increase expected.

(stock #s in %; new highs/lows over last 12 months):

AMLM up 21.
SENY up 9.
LEOM up 8.
LSCG, NTCXF, ZAAP up 5.
CREG, LIME, QTWWQ up 4.
AMRS up 3 with news.
BWEN, NVDA up 3.

BLSP down 9.
WWPW down 8.
CBAK down 7.
SUNEQ down 6.
ASTI down 5.
INVT down 5, new low.
CLNT, GEVO, QTMM down 4.
AXPW, CDXS, LEDS, SPWR, REGI down 3.
FCEL down 3, new low.
HQCL down 2, new low.
HYGS, JASO down 1, new lows.

Tuesday, December 13, 2016

TUESDAY CLOSE .... MARKET UP 114--51--14 (RECORDS)


WTI under $53, Brent under $56. US natgas $3.48.

(stock #s in %; new highs/lows over last 12 months)

PALAF up 14 with volume.
TVIA, SRWRF up 8.
CABN, ERII up 7.
KNDI up 6 with volume.
QTMM up 5.
VECO up 5, new high with volume.
ASYS up 4.
NANX up 4 with volume.
CDXS, GEVO, CDTI, OCLN, TPIC up 3.
TSLA up 3 with volume.

LEOM down 19 with volume.
QTWWQ down 16.
CCGI down 15 with volume.
ASTI, BOPO down 14 with volume.
LYSDY down 12.
AMLM, AXPW, ZAAP down 10.
BNET down 9 with volume.
RGSE down 7, new low.
SENY down 6.
AIXG, OPTT, RUN down 5.
CLNE, CREG, PEIX down 5 with volume.
HQCL, PRHL, ZNNMF down 4.
CCTC, LEDS, FCSMF, WATT, VSLR down 3.

PERRY PICKED TO HEAD DOE, TILLERSON STATE


DOE won't answer Trump transition team questions that would ID employees who have attended climate meetings.

US "cannot just pull out" of Paris climate accords: Prince Albert.

Exxon has billions at stake over sanctions on Russia (re: Tillerson pick).

US' 1st offshore wind farm now online.

US added record 4.1Gw solar power in 3Q.

St. Pete Florida 20th US city to declare 100% energy independence goal with commitment to clean power, EVs.

Sinking electric consumption leading cause of GHG emissions drop: report.

UK wind farms prevented 36M tons of GHG emissions '08-'14.

Warmer water drawing squid to N Sea.

Pesticides stop bees' buzzing, ability to gather pollen.

Sandia Lab, Singapore teaming up on power storage development.

Shell win in offshore wind tender.

1st power storage wins in UK auction. Over 3.2Gw.

Siemens 60Mw wind turbine contract from S Korea.

EIB mulling E85M wind/hydro project loan in Greece.

Denmark solar auction 5.4cents/Kwh avg price bid. Only wind power cheaper.

FERC refusing to reconsider Oregon LNG project.

20 oil/gas exploration/production comps plan avg 34% capex increase in '17. Overall, industry expected to keep capex around '16's $40B.

US slated to sell $375M of oil from SPR this winter.

Gazprom Neft deal to help Iran develop oil fields.

Estonia last EU member to mandate biofuel blending.

US Midwest averages an ethanol spill every 2 days.

20% ethanol blend could save India over $6B by '22: study.

5 Africa countries to reject high-sulfur diesel from Europe.

TUESDAY OPEN .... MARKET UP 64--59--10 (RECORDS)


Fed meeting.
UK inflation highest in over 2 years.

(stock #s in %; new highs/lows over last 12 months):

LYSDY up 24.
TVIA up 20.
LEOM up 8.
ESPH, NTCXF, PALAF up 7.
CLNT, QTMM up 5.
VECO up 5, new high.
BIOA, NANX up 4.
ENPH, PEMIF up 3.

LMRMF down 23 with news.
AMLM down 17.
CCGI down 10 with volume.
VSPC down 10.
FCSMF down 8.
RUN down 7.
EVSI, PEIX down 6.
SUNEQ, SENY down 5.
AIXG, NFEC down 4.
ASTI, CCTC, RGSE down 3.
BLSP down 3 with heavy volume, news.

Monday, December 12, 2016

MONDAY CLOSE .... DOW UP 39 (RECORD), NAZ DOWN 32, S&P DOWN 2


WTI over $52, Brent over $55. US natgas $3.52 (down 6%).

(stock #s in %; new highs/lows over last 12 months):

LEOM up 25 with heavy volume.
WWPW up 20.
CCTC up 19.
ZNNMF up 12.
MGPHF up 10.
BSRC up 7.
AETI up 6.
PEIX up 6, new high with volume, news.
ERII up 4.
CBAK, CCGI, LSCG up 3.

TVIA down 19 with volume.
ZAAP down 16 with volume.
BIOA down 15 with volume.
GEVO down 13 with volume.
NTCXF down 13, new low.
FCEL down 9.
RGSE down 8.
URRE down 7 with volume.
QTWWQ down 7.
HYSR, VSPC, OLED down 6.
CABN, CREG, FTEK, LIME, NFEC, ENPH, TPIC, GPHBF, OPTT down 5.
CDXS, ENOC, ENZR, MEEC, PLUG down 4.
AMRS, ASTI, AXPW, BLDP, BYDDF, GLBL, BLSP, SKYS, RUN down 3.

WORLD'S RICHEST FOLKS BACKING GATES' $1B CLEAN ENERGY DEVELOPMENT FUND


Investment funds worth over $5T divesting fossil fuels investments.

Trump pledging "open mind" on environment.

India tendering 1Gw rooftop solar this month.

Kenya, World Bank talking $150M solar/wind off-grid power project.

French smart meter rollout backed by E1.43B loan.

Global home energy management devices revenues to hit $7.8B by '25: Navigant.

Fukushima radiation now hitting US coast. Fukushima disaster costs near $200B so far.

"Very unlikely" Great Barrier Reef to survive bleaching: study.

Scientists struggling to understand rapid rise in methane emissions.

Vestas 562Mw wind turbine orders so far December. 4 orders.

Apple partnering with Goldwind for 4 China wind power projects.

EVs 6% of BMW, Ford November car sales.

Michigan legalized sales of self-driving cars.

Canadian Solar's Brazil module plant online.

Sunpower sold majority interests in 2 California projects totaling 123Mw.

US oil rig count up 21 last week, natgas rigs up 6.

558Kb/d non-OPEC production cut deal over weekend.

Oil/gas drilling costs down ~1/2 from recent peak. Deepwater drilling may be as low as $50/bl.

China oil imports est. to grow 5-9% in '17: Bloomberg. 11-14% in '16.

Qatar, Glenmore paying $11.3B for 19.5% stake in Rosneft. BP owns 19.75%. Moscow owns rest.

Congo plans to increase oil production to 300Kb/d in '18 from 250K now.

Global coal demand will "stall" over next 5 years: IEA.

MONDAY OPEN .... DOW UP 18 (RECORD), NAZ DOWN 30, S&P DOWN 2


Oil prices up over 3% on production cut deals.
Liquidity concerns in China.
Argentina peso all-time low.

(stock #s in %; new highs/lows over last 12 months):

LSCG up 22 with heavy volume.
ZNNMF up 9.
WWPW up 8.
PEIX up 7, new high with news.
LEDS up 6.
CCTC up 3.

QTWWQ down 19.
ZAAP down 17.
CLNT, GEVO down 12.
AXPW down 11.
SENY down 9.
TVIA down 8.
CCGI down 7.
ASTI, HYSR down 6.
BIOA down 5.
NFEC, NVDA, OPTT, URRE down 4.
CDXS, ENOC, FCEL, OLED down 3.

Saturday, December 10, 2016

FRIDAY CLOSE .... MARKET UP 142--27--13 (RECORDS)


WTI over $51, Brent over $54. US natgas $3.75.
Non-OPEC countries reportedly joining OPEC oil production cuts.

(stock #s in %; new highs/lows over last 12 months):

AWSL up 20.
BLSP up 16.
PSWW up 13 with news.
PALAF up 11 with volume.
RGSE up 9 with volume.
ELON up 9.
QTWWQ up 7.
ASTI up 6.
MEEC up 6 with volume.
OPTT up 6 after reporting.
CCGI, BNET up 5.
OLED up 5 with volume.
AMTX up 4.
AMRS, ENOC, RUN, RVLT up 3.

BSRC down 21.
LEOM down 16 with heavy volume.
AXPW down 11.
CLNT, VSPC down 10.
PNPL down 9.
GEVO down 8.
CCTC, BIOA, ZNNMF, SENY down 6.
PLUG, LYSDY down 6 with volume.
AMLM down 5 with heavy volume.
FCSMF down 5.
HQCL, OCLN down 4.
AEIS, VWDRY down 3.
SWKS down 3 with volume.

Friday, December 9, 2016

ANOTHER CLIMATE CHANGE DENIER TO LEAD TRUMP NASA TRANSITION. (OH, WHAT THE HECK DO SCIENTIFIC FACTS HAVE TO DO WITH ANYTHING ANYWAY.)


Judge ordering US, demonstrators to respond to Dakota Access developer by Jan 6.

Blizzard hindering N Dakota oil spill cleanup.

KY governor wants to cut coal ash oversight.

Obama banned oil/gas drilling in 40K square miles of Bering Sea.

Minnesota suing VW over diesel emissions cheat.

Washington suing Monsanto over PCB pollution.

DOE launched $140M hub for "breakthrough" energy tech.

Oil majors would increase their worth by adopting 2*C global temp increase pathway: expert.

La Nina conditions likely to vanish early '17: expert.

Exxon/Massachusetts fight heading to Fed appeals court.

DOE OK'd Louisiana LNG project.

Sweden's recycling program so successful the country now out of trash to recycle.

Nigeria to sell $63M of green bonds in 1Q17.

Iran seeks clean power investment.

Diablo Canyon, California's last operating nuke power plant, to close in '25. 7% of state's emissions-free power.

US Wind seeks Maryland OK for 750Mw offshore wind project.

By '11, solar power industry had saved more GHG emissions than it had emitted.

SECI 1Gw solar tender.

EIB, bank E475M of energy efficiency deals.

Russia to build its 1st offshore wind farm - 60Mw - in White Sea '17-'20.

Sun Brilliance to build 100Mw solar.

Almost 30% of US distributed solar capacity - 3.7Gw - owned by 3rd parties. 12.3Gw total US distributed solar as of Sept.

UK wind power set new generation record: over 10Gw.

1st grid-scale Tesla power storage system in Europe (England) now online.

Daimler E10B EV investment plan.

EVs, hybrids could be 1/3 of vehicle sales by '40: expert.

Automakers' lithium demand to increase 17% in '17: analyst.

Growth of China's oil imports expected to drop 60% in '17. Storage almost full, small refineries facing govt (tax policy change).

Japan importing less crude. Down 5.6% since Sept to ~3Mb/d.

China comp to invest 1B Euro in biodiesel development in Finland.

Consumers willing to pay 11% premium for biofuels: Washington State U research. (Really? When are consumers really willing to pay more for anything?)

Private Japanese comp to use ethanol to get rocket to 50 kilometers to study atmos.

MOUs signed for 5 2nd-generation ethanol plants in India.

BP to double its N Sea oil production to 200Kb/d by '20: CEO.

Have a glorious weekend pards. Take it easy.

FRIDAY OPEN .... MARKET UP 33--27--6 (RECORDS)


S Korea president impeached.

(stock #s in %; new highs/lows over last 12 months):

BLSP up 8.
CABN up 7.
TVIA up 6.
CLNT up 5 on 6 shares (!)
RBCN up 5.
LEOM, CDTI, INVT, PALAF up 4.
OCLN up 4 with volume.
AMTX, FTEK, LEDS, OLED, URRE, SSNI up 3.

BSRC down 27.
ZAAP down 14.
AXPW down 13.
GPHBF down 9.
SENY, ZNNMF down 8.
AWSL down 6 with light volume.
ELON down 4 on 18 shares (!)
GEVO, ESPH down 4.
EFOI, PLUG, ENPH, PRHL down 3.

Thursday, December 8, 2016

THURSDAY CLOSE .... MARKET UP 65--23--4 (RECORDS)


WTI over $50, Brent over $53. US natgas $3.72.

(stock #s in %; new highs/lows over last 12 months):

AXPW up 52.
RNWEF up 18 with heavy volume.
BSRC up 17.
CLNT up 12.
VSPC up 11.
BLSP up 11 with heavy volume.
PEIX up 10, new high with volume.
HYSR, GPHBF up 9.
CCTC up 7.
TVIA up 7 with heavy volume.
AVAV up 5 with volume.
FCSMF, NTCXF, OCLN, OLED, ZNNMF up 5.
CDXS, KNDI, LYSDY, NANO, PEMIF, RBCN up 4.

RGSE down 37, new low with heavy volume, news.
AMLM down 9.
ESPH down 7.
URRE down 7 with volume.
PALAF down 7 with very heavy volume.
ASYS down 6 with volume.
QTWWQ, VWDRY, SENY down 6.
AETI down 5, new low with heavy volume.
ELON, GEVO, JASO down 5.
LTBR down 5, new low with volume.
SPWR, MGPHF, QTMM, AMRS down 4.